Module 5

Module 5

Pre-Recorded Call 1

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Pre-recorded call playback of 1st call within a hedge fund of a broker dealing with a UHNW prospect and pitching a high-end consulting service as a product. Here you will hear more about how to open up a call with a UHNW type client and the need to know of scheduling the 2nd call.

Pre-Recorded Call 2

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Pre-recorded playback of 2nd call within a hedge fund of a broker following up with a UHNW prospect of first intro call and re-engaging the prospect to re-qualify and handle any or all rebuttals that may take place. This call is very beneficial when closing on terms of business.

HNW Qualifications Book

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HNW Qualifications & Semi Closes book will go into detail when speaking with HNW clients and what questions to ask, this will also show you how to progress the call and ask the right semi-close questions to head into the close more effectively

Manuscript of 1st call

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Manuscript of 1st call Heavily annotated manuscript of the 1st call of what the broker says to the prospect, here you will have purple and green annotated pages giving you more knowledge on a technical and business development scale. As you are listening to the call we heavily recommend following the manuscript.

Manuscript of 2nd call

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Manuscript of 1st call Heavily annotated manuscript of the 2nd call of what the broker says to the prospect, here you will have purple and green annotated pages giving you more knowledge on a technical and business development scale. As you are listening to the call we heavily recommend following the manuscript.

Semi Closes (HNW) Book

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Semi-Closes and Commitment closes book is an extension of the first book you will receive within this module. This will go into more detail than the first aspect as it focuses more on commitment questions.

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